Some of Jeff’s awarded achievements as a Financial Adviser are listed below:
• 2015/2016: Member of the INfocus Wealth Dealer Group Chairman’s club (top 10 advisers in the Infocus Wealth Dealer Group)
• 2014/2015: Member of the INfocus Wealth Dealer Group Chairman’s Club (top 10 advisers in the Infocus Wealth Dealer Group)
• 2013: Advisers Excellence in Professional Standards for Infocus Wealth
• 2007: Aviva Group – Achiever of the year
• 2007: Small Business Financial Management Award winner
Unit 1/14 Carey St, Bunbury WA 6230
Telephone: 08 9791 9113
Facsimile: 08 9791 9114
Email: pwi@pennywiseinvestments.com.au
P.O Box 1376, BUNBURY WA 6231
Information published on this website has been prepared for general information purposes only and not as specific advice to any particular person. Any advice contained in this document is General Advice and does not take into account any person’s particular investment objectives, financial situation and particular needs. Kingsace Pty Ltd ABN 82 083 163 697 t/a Pennywise Investments is a Corporate Authorised Representative of Infocus Securities Australia Pty Ltd ABN 47 097 797 049, who holds an AFSL and Australian Credit Licence No. 236523.
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